With over two decades of experience in the financial services industry, Heather brings a wealth of knowledge, care, and a true client-first approach to M&K Legacy Wealth. A graduate of Indiana University, Heather also holds her Series 6, Series 7, and 63 Securities licenses. She takes pride in building lasting relationships and helping clients feel confident, supported, and understood as they plan for their financial goals.
Known for her attention to detail and dedication, Heather strives to ensure every client experience is both personal and meaningful. Outside of work, Heather enjoys spending time with her two daughters, her extended family, and their two beloved German Shepherds, Athena and Azula.
Whether she’s traveling, spending time outdoors, or simply relaxing at home, Heather values time spent with loved ones and brings that same sense of care and connection to her work with clients.
